See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,794 | $202,318-94.2% | $172,739-93.2% | $152,861-92.3% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 30.65% | 1029.65%-999.0pp | 802.84%-772.2pp | 345.32%-314.7pp |
| Employer contribution / active EE | $949 | $5,856-83.8% | $5,143-81.6% | $4,762-80.1% |
| Participant deferral / active EE | $2,940 | $5,948-50.6% | $5,198-43.4% | $5,850-49.7% |
| Admin fee / account holder | $420 | $17,109-97.5% | $13,954-97.0% | $11,596-96.4% |